Organizations can provide their customized Yoodli experience to individuals through memberships or “seats.” Seats are counted by the total number of invited members and accepted members. You can view your seat count on your organization dashboard.
How to invite people to your organization or group
If you are an organization admin, there are several ways to invite members to your organization from either the Members tab or the Groups tab.
Invite members by email. Add up to 50 email addresses, assign them a role, then assign them a group. Add an optional message and hit send - they will be emailed a link to join your organization
Copy invite link. Copy an invite link to a specific groupor to the organization. If the link is copied from the Groups page, invitees will be added to that specific group when clicked. If the link is copied from the Members page, invitees will be added to the default grou pwhen clicked.
Bulk invite by CSV. Upload a CSV with the email addresses of all the members you would like to invite. You’ll have a choice on whether or not you want to email invitations to new users - users who have not yet signed up for Yoodli will get automatically added to your organization when they sign up, but users who already have accounts will need to receive an email invitation and accept it to join your organization.
View all invites from the ‘Invites’ tab in either the Members tab or the Groups tab. You can resend or cancel invites from the “...” button next to each email.
How to remove members
To remove members from a group, go to their group and find their email using the search bar. Click the “...” more button next to their email, click “Remove,” then confirm.
They will no longer have access to group-specific content but will still have access to your organization through any other groups they are part of. All members must be part of at least one group. If you’re unable to remove a member from a group, it means you are removing them from the only group they are in. If you still want to remove them, you must remove them from the organization.
To remove members from the organization, go to the Members page and find their email using the search bar. Click the “...” button next to their email, click “Remove from organization” and confirm. This will remove them from all groups they are part of and will release an organization seat. They will also receive a goodbye email.
Updating role to org admin
Find the member in the Members tab, click the “...” button and select ‘Manage role.’ Change the role to org admin and click save. They will receive in email notifying them of their role change.
Updating role to group admin
Find the member in the group you want to make them admin of. Change their role using the dropdown in the role column. They will receive in email notifying them of their role change.
You can also manage group admins for multiple groups from the Members tab. Find their name in the table, click the “...” button and select ‘Manage role.’
Updating role to group member
Find the member in the group and change their role using the dropdown in the role column.
Transferring the ownership of an Organization
An Organization Owner is the person who first set up the organization. For enterprise plans, owners are initially set by the Yoodli team when the organization is created. For user-created organizations, the owner is the person who created the org. There can only be one owner at a time.
When you want to change the owner, the current owner may transfer the ownership to any member or admin in the org. Go to the Members tab and find the person you want to transfer ownership to. Click on the “...” button next to their email and click “Transfer org ownership.” Click ‘Confirm’ and ownership has been transferred. Your role will default to org admin.